PAXBX Mutual Fund
PAXBX Mutual Fund
NAV$8.66
AUM$15M
TER0.71%
Holdings406
PAXBX Mutual Fund
NAV$8.66
Impax Core Bond Fund Individual Investor Class
AUM$15M
TER0.71%
Holdings406
PAXBX Mutual Fund Overlap Analysis
PAXBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAXBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 406 holdings, PAXBX may share significant positions with broad-market funds.
PAXBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAXBX tax-loss harvesting finds highly correlated but non-identical funds.